Audience
Wealth management advisors and executives
About PriceMetrix
Data-driven insights for wealth management advisors and executives. PriceMetrix helps wealth management firms elevate their businesses across hundreds of dimensions using the world’s largest retail wealth-management dataset. PriceMetrix combines the power of industry data and advanced business intelligence into one integrated platform. Financial advisors and wealth management firms partner with us to improve productivity, client experience, and decision-making, while identifying and pursuing growth opportunities. We provide instant visibility into industry best practices, ensuring clients have access to the best available information to help them build a healthy, growing wealth management practice.
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Pricing
Starting Price:
$25000.00/month
Integrations
Company Information
McKinsey & Company
Founded: 1926
United States
www.pricemetrix.com
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Product Details
Platforms Supported
Cloud
Support
Phone Support
PriceMetrix Frequently Asked Questions
PriceMetrix Product Features
Investment Management
Benchmarking
Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Performance Metrics
Accounting Management
Client Management
Commodities
Fund Management
Payroll & Commissions
Portfolio Management
Risk Management
